The Howdy Glossary

Apptivo is a customer relationship management (CRM) software that provides tools for sales management, customer interaction tracking, marketing organization, and service operation enhancement. It offers customizable fields and workflows to meet various business requirements and features project management capabilities integrated with the CRM tool, allowing seamless handling of customer data. Apptivo supports multi-device access, ensuring user convenience across various locations and devices.

Developed by a team of developers and entrepreneurs aiming to offer an all-encompassing CRM solution, Apptivo streamlines key business processes. By consolidating sales, marketing, service management functionalities into one platform, it enhances data management efficiency and improves overall business performance. The integration of CRM and project management functions allows businesses to handle customer relationships alongside project workflows effectively.

Competing against established providers like Salesforce, HubSpot CRM, Zoho CRM, and Microsoft Dynamics 365 in the market landscape poses challenges for Apptivo. However, its robust customization options enable businesses to adapt the platform specifically to their needs with customizable fields and workflows. The seamless integration of project management with customer data distinguishes Apptivo by providing a holistic approach that enhances workflow efficiency. Support for multi-device access extends usability across different devices and locations making it a versatile choice for businesses seeking flexibility in managing operations efficiently.